IAM Advisory’s VanEck BDC Income ETF BIZD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$245K Sell
15,063
-12,042
-44% -$196K 0.06% 87
2025
Q1
$454K Buy
27,105
+1,538
+6% +$25.8K 0.12% 77
2024
Q4
$425K Buy
+25,567
New +$425K 0.11% 77
2024
Q3
Sell
-15,665
Closed -$268K 103
2024
Q2
$268K Buy
+15,665
New +$268K 0.07% 86